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Welltower
WELL

Overview Fund Activity

737 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 223 increasing their positions, 304 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+38
Holders Change %
+5.44%
% of All Funds
13.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
104
Increased
223
Reduced
304
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$270M
3
Invesco
Invesco
Georgia
+$269M
4
CIM
Centersquare Investment Management
Pennsylvania
+$149M
5
Principal Financial Group
Principal Financial Group
Iowa
+$131M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.06B
2
Goldman Sachs
Goldman Sachs
New York
-$101M
3
LPC
Long Pond Capital
New York
-$76.9M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$66.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
376
TD Private Client Wealth
New York
$685K -$64.7K -1,002 -9%
GWM
377
Gray Wealth Management
Maine
$682K -$151K -2,343 -18%
OPPTF
378
OPSEU Pension Plan Trust Fund
Ontario, Canada
$681K +$27.8K +441 +4%
CPIA
379
Cornell Pochily Investment Advisors
New York
$670K +$14.9K +231 +2%
HIM
380
Hotaling Investment Management
Pennsylvania
$669K +$15.3K +237 +2%
WGA
381
Weather Gauge Advisory
Virginia
$667K -$43.8K -678 -6%
CCFM
382
Clear Creek Financial Management
Washington
$657K +$657K +10,178 New
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$654K -$967 -15 -0.1%
WT
384
Whittier Trust
California
$652K -$18.2K -282 -3%
MIH
385
Meitav Investment House
Israel
$649K -$598K -9,255 -48%
PCM
386
Penserra Capital Management
California
$648K +$60.6K +938 +10%
GBA
387
Garrison Bradford & Associates
New York
$647K +$116K +1,800 +22%
AAIM
388
American Assets Investment Management
California
$646K – – –
JWM
389
Jeppson Wealth Management
California
$644K +$51K +790 +9%
Brown Advisory
390
Brown Advisory
Maryland
$643K -$9.25K -143 -1%
PA
391
Profund Advisors
Maryland
$642K +$3.04K +47 +0.5%
AAS
392
Avantax Advisory Services
Texas
$641K -$1.5M -23,376 -70%
BCB
393
Brian C. Broderick
$640K – – –
SG Americas Securities
394
SG Americas Securities
New York
$632K -$289K -4,479 -31%
LK
395
Lumbard & Kellner
New Hampshire
$621K +$621K +9,617 New
UIM
396
USS Investment Management
United Kingdom
$620K – – –
SPC
397
Sigma Planning Corp
Michigan
$592K -$49.8K -771 -8%
EI
398
Ethic Inc
New York
$584K +$152K +2,350 +35%
ABC
399
Associated Banc-Corp
Wisconsin
$578K -$136K -2,100 -19%
AC
400
Allstate Corporation
Illinois
$571K -$226K -3,504 -28%
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16
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